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Choosing the Right Financial Advisor: Differences Between RIAs, Wirehouses, and Broker-Dealers
April 14, 2025
Nancy Hughes
Sr. Wealth Advisor
CFP®, CAP®
nancy.hughes@merceradvisors.com
Nancy is a 25-year veteran of the financial services industry, with a deep understanding of the many facets of planning for life’s goals. She began her career in Boston, focusing on investment research. Upon returning to Minneapolis, Nancy discovered her passion for collaborating with clients to develop comprehensive plans that bring order and clarity to personal and family financial situations.
In 2017, Nancy founded her own wealth management firm, Be Financial, which merged with Waypoint Capital Advisors in 2021. Waypoint Capital Advisors subsequently became part of Mercer Advisors in 2024. Nancy is a graduate of the University of Wisconsin-Madison and holds CFP® (CERTIFIED FINANCIAL PLANNER®) and CAP® (Chartered Advisor in Philanthropy®) certifications.
Nancy is an active volunteer and serves on the board of directors for Interfaith Outreach. She loves spending time with her two daughters and enjoys escaping to their family cabin up north. Nancy is passionate about outdoor activities in any season.